Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
+$4.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$544M
3
+$509M
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$503M
5
CPRI icon
Capri Holdings
CPRI
+$469M

Top Sells

1
+$771M
2
+$638M
3
+$446M
4
DLTR icon
Dollar Tree
DLTR
+$430M
5
TXI
TEXAS INDUSTRIES INC
TXI
+$384M

Sector Composition

1 Technology 8.95%
2 Financials 8.74%
3 Healthcare 8.55%
4 Energy 7.46%
5 Communication Services 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4376
$599K ﹤0.01%
17,350
+2,887
4377
$599K ﹤0.01%
262,576
-1,012,965
4378
$599K ﹤0.01%
14,251
-5,178
4379
$598K ﹤0.01%
248,900
+50,352
4380
$597K ﹤0.01%
32,303
+1,230
4381
$596K ﹤0.01%
4,699
-26,492
4382
$595K ﹤0.01%
19,610
-6,847
4383
$594K ﹤0.01%
90,059
+37,926
4384
$592K ﹤0.01%
21,802
-344
4385
$591K ﹤0.01%
6,038
+834
4386
$589K ﹤0.01%
17,707
+7,156
4387
$589K ﹤0.01%
39,064
-3,250
4388
$588K ﹤0.01%
20,058
+2,373
4389
$586K ﹤0.01%
24,646
+22,021
4390
$584K ﹤0.01%
10,835
-11,679
4391
$583K ﹤0.01%
7,367
+63
4392
$582K ﹤0.01%
9,488
-6,681
4393
$581K ﹤0.01%
192,072
-47,008
4394
$581K ﹤0.01%
135,583
-35,823
4395
$581K ﹤0.01%
40,869
-211,688
4396
$580K ﹤0.01%
25,198
+11,850
4397
$580K ﹤0.01%
89,624
-8,366
4398
$579K ﹤0.01%
63,758
+46,967
4399
$579K ﹤0.01%
72,588
+29,480
4400
$578K ﹤0.01%
27,135
-150,277
174 175
176
177 178